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Jun 13 2024

Guide to our practice management software

Accounting practice management software is an essential tool for Chartered Accountants as it allows us to integrate client management, billing, reporting, automation, and document handling all in one platform. The same software allows our clients to sign, upload, and view important documents while they’re on-the-go. What’s more is that many of the features can be customised to suit your business operations.


Features of the Jan McDermott accounting app

By downloading our app, you’ll get access to a wide range of features that allow you to track your finances, manage tasks, automate reminders, and much more. If you’re familiar with our client portal then you’ll already know many of these. However, the app software expands on this further by allowing the Jan McDermott team to have a closer relationship with our clients. You can use the app to:

  • Send and receive important documents securely.
  • Easily review and download documents from your accountant.
  • Contact your Chartered Accountant or bookkeeper easily by linking to your email account.
  • Store email signatures for quick document signing.

The main benefit of having the Jan McDermott app is that it streamlines the exchange of documentation. There’s no need to ask your accountant for copies of documents. The app is designed to be the one place where all your tax and accountancy materials live, making it easier to find what you need when you need it. What’s more is that the app is far more secure than other methods for sending documents, such as email or by post.


How to access the app

The Client Portal App from Client Engager is available for both Android and iPhone devices and it can be downloaded from the Google Play store and Apple app store respectively. This process is as follows:

  1. Download the ‘Client Engager’ app.
  2. Open the app and scan the QR code.
  3. Input the email and password you use for our Client Portal.


Why use practice management software?

Technology has, and continues to, revolutionise the way that accountancy firms operate. The team at Jan McDermott Chartered Accountants has embraced this wholeheartedly in the name of improving efficiency in our accounting services. Practice management software has enabled us to excel in the following areas.

There are many repetitive tasks associated with accounting, which advanced software helps streamline, thereby reducing the time it takes to complete assignments. This includes workflows for scheduling reminders, and document requests and approvals, to name just a few examples. These tasks can be prone to manual error due to their repetitiveness, so the software also helps eliminate this risk.

Effective document management is critical for accounting firms because we deal with financial data and other sensitive company information. Practice management software provides a platform for secure document storage, version control, document sharing capabilities, and audit trails to maintain data integrity. It’s also simple to retrieve documents and share them between departments when necessary.

Quality accounting is driven by data-based insights which then inform strategic decision-making. Accounting practice management software provides robust reporting and analytics tools that offer real-time visibility into key performance indicators, financial metrics, project profitability, and more. This has a significant in enhancing our forecasting and budgeting services.

It is part of the statutory obligations of any accountant to ensure compliance with regulatory standards and industry best practices. Accounting practice management software includes dedicated compliance management features that help firms stay on top of any regulatory changes. It can also track compliance requirements, conduct risk assessments, and implement internal controls effectively.

Modern accounting practice management software such as this enables seamless integration with other accounting software platforms. This includes Xero, for which we offer specialist implementation and training services. The result is that firms can improve the functionality of their accounting framework by synchronising data across multiple systems, enhancing cross-functional collaboration, and streamlining information sharing.

Bespoke services from Chartered Accountants in Birkenhead

Whether you’re the owner of a small business, a startup, a larger Limited Company, or operating as a sole trader, Jan McDermott Chartered Accountants can help. Our team possesses expertise in a range of accountancy areas, from different types of tax and tax returns, to payroll and business acquisitions. Get in touch to speak to one of our expert advisors about the plans for your business.